Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in PGIM Rock ETF Trust - PGIM S&P 500 Buffer 12 ETF - October include WealthPlan Investment Management, LLC, WealthPLAN Partners, LLC, and PRUDENTIAL SERIES FUND - PSF PGIM Laddered Allocation S&P 500 Buffer 12 Portfolio Class III .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 296,358 | 8,342 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 13,071 | 6.30 | 0 | |||||
| 2025-08-12 | 13F | Prudential Financial Inc | 132,286 | 14.94 | 3,723 | 23.37 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 10,521 | 33.33 | 296 | 43.69 | ||||
| 2025-06-25 | NP | BUFP - PGIM Laddered Fund of Buffer 12 ETF | 120,841 | 42.71 | 3,162 | 36.76 | ||||
| 2025-08-27 | NP | PRUDENTIAL SERIES FUND - PSF PGIM Laddered Allocation S&P 500 Buffer 12 Portfolio Class III | 759 | 21 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 85,769 | 2,414 |
